Watch this webinar to find out how LeanData's Operations experts use LeanData to stay on top of their data and processes! This is session two of a three-part tactical webinar series, A Day in the Life of a Revenue Team, discussing ways to improve efficiency and quality of work with LeanData.
In this session we will share how we:
Automate data across the revenue engine with LeanData's best-in-class matching
Utilize real-time engagement data tracking
Take advantage of attribution best practices
Use our favorite tools for helping us do our jobs
As a native Salesforce solution, LeanData is subject to any validation or duplicate prevention rules you have in Salesforce. Here is a way that you can exclude specific Users.
Some organizations use Salesloft cadences to manage sales engagement. Learn how you can incorporate LeanData's Salesloft Integration to automate follow up based on campaign activity.
When merging duplicates in LeanData sometimes you only want certain fields overwritten. Here is a way that you can selectively choose which fields you want to be overwritten on a merged record.
When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.
Maxio builds and automates GTM plays in LeanData that are not only good for the business, but also create the best digital experience for the customer.
Marketing is critical in scaling the heights of success. In this session, equip yourself with invaluable insights from our esteemed marketing mountaineers who've successfully conquered these peaks.
In this on-demand session, we delve into the world of territory planning, transforming it from a daunting forest into a familiar campsite. You will learn to recognize the natural patterns of account distribution, adapt to shifting market landscapes, and guide your reps in navigating their own territories with confidence.
It might be football's offseason but our SDR team is hitting the field every day. Join 49ers fanatic Ernesto Castillo, Senior Director of Account Development (aka Coach) at LeanData, in this on demand webinar to learn strategies for coaching and leading best-in-class Sales Development teams. He will discuss his approach to turning SDRs into champs!
Watch to learn:
Hiring strategies to ensure you have a winning team
Techniques for establishing alignment between Sales and Marketing
How to select the right technology to view account-level activity and automate the flow of data
Proven tricks for Sales Development execution
Changing B2B buyers and their new buying journeys are making post go-to-market models obsolete, requiring Sales and Marketing functions to realign to succeed in the new era.